Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 08-10-2023 | 06-30-2023 | 264 | 1,489,794,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 201 | $454,686 | 946 | 0.00 | 0.00 | -51 | -5.12 | 06-30-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 202 | $452,972 | 6,427 | 0.00 | 0.00 | 1,875 | 41.19 | 06-30-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 203 | $446,233 | 1,305 | 0.00 | 0.00 | -15 | -1.14 | 06-30-2023 |
| SBA COMMUNICATIONS CORP NEW | CL A | 204 | $445,752 | 1,923 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
